Wealth Effects »

iShares Dow Jones US Aerospace & Def.ETF shares owned by Wealth Effects

Quarter-by-quarter ownership of iShares Dow Jones US Aerospace & Def.ETF (ITA) shares owned by Wealth Effects from 13F filings

Historical chart of Wealth Effects investment in iShares Dow Jones US Aerospace & Def.ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Aerospace & Def.ETF held by Wealth Effects consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Dow Jones US Aerospace & Def.ETF by Wealth Effects

Quarter filed Position value Share count Share price at filing
2026-03-31 $203k 928 218.70
2025-03-31 $284k 1.9k 153.10
2024-12-31 $314k 2.2k 145.35
2024-09-30 $273k 1.8k 149.64
2024-06-30 $239k 1.8k 132.05
2024-03-31 $244k 1.8k 131.93

More positions owned by Wealth Effects

NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon (AMZN)
Arrowhead Pharmaceuticals (ARWR)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Micron Technology (MU)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Digitalocean Hldgs (DOCN)
Blackstone Group Inc Com Cl A (BX)
Reaves Util Income Com Sh Ben Int (UTG)
Chevron Corporation (CVX)

View all positions for Wealth Effects

Top funds holding iShares Dow Jones US Aerospace & Def.ETF

Morgan Stanley
Bank of America Corporation
LPL Financial
UBS Group
Wells Fargo & Company
Ameriprise Financial
Raymond James Financial
BlackRock
Envestnet Asset Management
Citadel Advisors
Royal Bank of Canada
Northwestern Mutual Wealth Management Company
CWM
Advisor Group Holdings
Cetera Investment Advisers

View all funds holding iShares Dow Jones US Aerospace & Def.ETF